Managers of Wealth Americas

From Hedge Fund To Private Investment Company To Family Office

When hedge funds become family offices, except in a few cases, they are actually converting to a private investment company as money management is their only intent.

Here’s what’s really going on with Wall Street bonuses

This year, bonuses are expected to be flat or lower than last year.

Growth of Strategic Beta Assets Will Strain Active Managers' Ability to Retain Assets

The growth of strategic beta assets will continue to strain active managers' ability to retain assets, according to new research from global analytics firm Cerulli Associates.

The Risks of (Investing in) Marijuana

Anyone 18 or older can contribute less than 10 percent of their income without additional disclosures.

Comment: Privacy v transparency - Withers' Noseda on incoming OECD tax rules opening a new battle front

The standard borrows heavily from the Foreign Account Tax Compliance Act (FATCA), which was introduced in the US in 2010 to capture worldwide tax information on American taxpayers.

Should Fund Managers Get Paid for Performance?

A fund manager paid on results will be more aligned with investors, but such a fee structure may have unintended consequences.

Here's what happened to three elite law firms when they came to Chicago

Before declaring mission accomplished, however, they should consider what happened to three elite firms—Paul Hastings, Morgan Lewis & Bockius and Ropes & Gray

Volatility is an opportunity to invest

Europe’s story is still one of economic recovery, he says, and in the US consumer continues to be “very strong”, with hourly earnings consistently increasing over recent months, and one million jobs added since 2010.

What high-net-worth investors are doing with their money right now

The group conducts these surveys by giving members a detailed, confidential questionnaire asking how much of their portfolios are allocated to which investments

Think the financial crisis is over? Not for these jobs

The most significant change is the massive reduction of employment on Wall Street, especially in the front office.

Should Fund Managers Get Paid for Performance?

It’s no secret that active management has been a tough sell recently. Yes, there are talented managers who justify their higher fees, but investors increasingly aren’t willing to take that gamble.

CFP Certification Could Bring Big Pay Bump

Advisors with a CFP designation earn more money and enjoy improved relationships with clients, while their firms pull in more high net worth investors

Misconceptions May Hurt Advisors, Investors, Spectrem Says

There’s a knowledge gap between financial advisors and their affluent clients

US investors getting burned on Greek bank bets

U.S. hedge funds and investors have lost billions on Greek bank shares.

Central Banks Can Cut Rates Well Below Zero, Says JP Morgan

The Bank of Japan and European Central Bank have already adopted negative interest rates on bank deposits

Athena Publishes Research Offering New Approach in Measuring Impact Investments

The growth of the values-based investing segment has been well documented.

Entrepreneurship Is Bringing Low-Fee Investment Funds To Market

Price competition across the financial services sector began with discount brokerages like Schwab

Here are the hedge funds that are dominating in 2016

There is significant differences in returns across various hedge fund strategies

US groups focus on Irish distressed assets

Private equity groups are also accessing real estate through the acquisition of debt, acquiring the loans of retailers.

Pay for Performance — Time to Challenge Conventional Thinking

Our recent research indicates that managers are poised and ready for the challenge.

Comment, Analysis & Research